I own 20-30 high-quality growth stocks (core holdings & non-core holdings) plus 10-20 swing trades (depending on technicals).

I'm looking for stocks with the best fundamentals at the most reasonable or compelling valuations.

If the fundamentals remain strong and valuation remains reasonable then I’ll add on pullbacks.

I only want to own stocks that have at least 50% upside within the next 1-2 years and at least 100% upside within the next 3-4 years.

My objective is to maximize upside in good markets and minimize downside in bad markets.

I accomplish this by being very selective in what I own while using technical analysis and hedges to protect my portfolio.

Paid subscribers to Jonah’s Growth Stock Deep Dives on Substack receive:

2-3 deep dives per month (8,000+ words each)

1-2 mini deep dives per month (3,000+ words each)

15-20 quarterly earnings writeups (2,000+ words each)

access to my investment portfolio spreadsheet with all holdings, swing trades, hedges, performance and more

real-time activity for all buys, sells, adds and trims

real-time notes/commentary for all positions, earnings, macro and more

lots of charts and technical analysis throughout the day